Manager add Delegate on behalf of user

[Forrest Kelley]

I am working on a requirement to allow a user's manager (or other appropriate person) to set up a Delegate on their behalf. Use case is employee has medical emergency with no prior notice and immediately is offline. How have other organizations handled delegation on behalf of?

[SanjivMeher]

You can do something like this, mentioned in the link, where use goes to his profile and setup a delegate.

https://harvard.service-now.com/ithelp?id=kb_article&sys_id=2ecba5ce0f632e002dfe5bd692050e79

https://www.servicenow.com/docs/bundle/zurich-servicenow-platform/page/use/employee-self-service/tas...

Usually in our case, admins setup the delegate incase user goes on emergency leave. But for your use case, a record producer can be created for the manager to setup delegate as him for a user. That would be an ideal solution. 

Below thread discuss similar solution

https://www.servicenow.com/community/developer-forum/how-to-allow-line-managers-to-request-delegates...

[Forrest Kelley]

Thank you Sanjiv!!

[jonsan09 · Accepted solution]

I haven't implemented this personally, but I think the best route is a Catalog Item or Record Producer.

You would lock the item down to managers using scripted User Criteria. (Tip: Make sure to change the access type field to 'Delegated' setting if you do this). The form needs would need the fields found the delegate record form: User, Delegate, Starts, and Ends. In the Flow, you can check if the requester is the user's manager. If they are, create the record on sys_user_delegate immediately. If not, trigger an approval first. The other option that comes to mind would be modifying the ACLs on sys_user_delegate to allow direct reports to be selected, but the Catalog Item feels safer.

[Forrest Kelley]

Thank you Jon!!